See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,296 | $93,571-80.4% | $135,903-86.5% | $75,163-75.7% |
| Participation rate | 58.5% | 75.2%-16.6pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 32.03% | 30.90%+1.1pp | 68.23%-36.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $1,710 | $3,537-51.6% | $4,856-64.8% | $2,670-36.0% |
| Participant deferral / active EE | $2,669 | $6,404-58.3% | $7,758-65.6% | $4,125-35.3% |
| Admin fee / account holder | $964 | $6,975-86.2% | $10,762-91.0% | $5,651-82.9% |